The Perpetual Americas Funds may be purchased either directly or through a financial intermediary such as a Broker/Dealer firm or “mutual fund supermarket”. The Funds welcome investments from investors that are either a U.S. citizen or resident, or are a U.S. entity with a U.S. tax identification (social security) number. Shares of the Perpetual Americas Funds are qualified for sale only in the U.S. and its territories and possessions.
You can obtain a copy of the new account application by calling the Funds at (866) 260-9549 or (312) 557-5913 on days the Funds are open for business. You can also obtain a new account application by clicking on one of the links below:
Completed new account applications should be sent to the following address:
Regular Mail
Perpetual Americas Funds
c/o The Northern Trust Company
P.O. Box 4766
Chicago, Illinois 60680-4766
Overnight Mail
Perpetual Americas Funds
c/o The Northern Trust Company
333 South Wabash Avenue
Attn: Funds Center, Floor 38
Chicago, IL 60604
(312) 557-5913
Existing shareholder questions may be addressed by calling the toll free customer service phone line (866) 260-9549.
Wire Transfer Instructions – wire transfers can be made once a new account application has been filed and a Perpetual Americas Funds Shareholder Account # has been issued by Northern Trust.
The Northern Trust Company
Chicago, Illinois
ABA Routing No. 0710-00152
Northern Trust Account #5201682900
Shareholder Account # XXXXX (to be provided by Northern Trust once an account is opened)
Shareholder Name:
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